2023 Form 5500 filing — Hulst-Jepsen Physical Therapy
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725081640NAL0013765985001) for Hulst-Jepsen Physical Therapy, reported by Hulst-Jepsen Physical Therapy under EIN 30-0002044 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725081640NAL0013765985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hulst-Jepsen Physical Therapy
- EIN
- 30-0002044
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,601,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,601,252
- Employer contributions
- $396,382
- Participant contributions
- $455,198
- Total income / additions
- $1,767,719
- Benefits paid
- $1,102,598
- Administrative expenses
- $1,337
- Total expenses
- $1,103,935
- Net increase / (decrease)
- $663,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kdp Retirement Plan Services | TPA | $0 | $6,422 |
| Empower Annuity Insurance Co Of Am. | RECORDKEEPER | $805 | $0 |
| Empower Advisory Group | INVESTMENT MANAGER | $532 | not reported in the loaded dataset |